2022, A Year for the History Books

By Doug Gjerde MBA, CFP®, CEPA – Managing Partner, Wealth Advisor

2022 was a monumental year for us as we celebrated 30 years of success and relationships! It was a pleasure to see so many of you at the Green Bay Botanical Garden, along with our former colleagues! We enjoyed some fantastic music and food as we took in the stunning scenery. We are so grateful for being part of your lives over the years. We are thrilled to have shared this with you and anticipate many more opportunities to do so in the future.

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